Senior Investment Reporting & Client Relations

Family Office; Austin (TX); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

Family Office in Austin, TX seeks an Investment Reporting & Client Relations Senior Associate. You will own Addepar-based reporting, manage data accuracy, and interact with clients, advisors, and external partners to ensure timely, clear portfolio information.

The role emphasizes technical fluency with Addepar, strong data governance, and the ability to translate complex performance metrics into client-ready materials. Onsite in a fast-growing, high-discretion environment.

Qualifications

• Bachelor's degree in finance, accounting, business, or related field.
• 5–7 years of relevant experience within an RIA, family office, wealth management firm, or similar.
• Meaningful hands-on Addepar experience and investment performance reporting.
• Strong understanding of performance calculations (TWR, IRR, MWR) and asset classes.

Responsibilities

• Own Addepar-based investment reporting and data management lifecycle.
• Prepare recurring client performance reports and meeting materials.
• Review data for discrepancies and resolve reporting issues with stakeholders.
• Collaborate with investment, operations, and advisory teams to meet client needs.
• Serve as a point of contact for clients and advisors regarding reporting.
• Support onboarding of new family office clients and reporting structures.

Skills

Addepar expertise

Data analysis

Excel

Power BI

SQL

Canoe platform experience

SEC reporting knowledge

Client communication

Education

Bachelor's degree in finance, accounting, or related field

Tools

Addepar

Power Query

Power BI

SQL

APIs

Job description

Family Office in Austin, TX seeks an Investment Reporting & Client Relations Senior Associate. You will own Addepar-based reporting, manage data accuracy, and interact with clients, advisors, and external partners to ensure timely, clear portfolio information.

The role emphasizes technical fluency with Addepar, strong data governance, and the ability to translate complex performance metrics into client-ready materials. Onsite in a fast-growing, high-discretion environment.